Plays nice with your stack.
Connect Truss to the tax software, practice management, and tools you already use.
Book a Demo
Connect Truss to the tax software, practice management, and tools you already use.
Book a Demo
Truss works alongside the tools your firm already depends on. Connect your tax filing software, practice management platform, and payment processor so data flows between systems without manual re-entry or export headaches.
UltraTax, CCH Axcess, Lacerte, Drake, ProSeries, ProSystem fx, ATX, and GoSystem. Truss reads output from your filing software and builds custom checklists without switching tools.
Connect Truss to Karbon and other practice management platforms so client lists, return statuses, and task updates flow automatically. No duplicate data entry, no stale dashboards.
Connect your Google Suite or Office 365 account and send client communications directly from Truss. Emails go out from your address, threads stay in your inbox, and every message is logged alongside the return.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
Truss works with UltraTax, CCH Axcess, CCH ProSystem fx, Lacerte, Drake, ProSeries, ProConnect, ATX, and GoSystem. If you use a different tool, reach out and we will work with you on compatibility.
Connect your Google Suite or Office 365 account and Truss sends emails directly from your address. Clients see your name and reply to your inbox — they never know a separate tool is involved. Every message is logged alongside the return for a complete communication history.
Absolutely. Truss is software-agnostic and supports multiple tax suites simultaneously. Whether your firm uses one product or several across different offices, Truss handles all of them in a single workflow.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.